Create a Manual Conversion

Generate a conversion manually through the platform

Written by Colleen Cassidy Updated over a week ago

There are a few reasons why a conversion may not be tracked within the platform, such as a user switching between devices before making the purchase, or dropped cookie. When a customer reports that there has been a conversion that warrants reward attribution, search for the purchase and generate the conversion through the platform.

3. Search for the transaction, either by Purchaser's Email or Order ID (be sure the drop-down matches your search criteria input)

4. Select the relevant purchase from results

5. Input the Advocate's email address

6. Select the associated widget from the drop-down menu for reward attribution.Note the reward summary under this menu, dynamic based on selection, that will assist in a quick check that proper widget and reward are selected.

7. Override fraud checks, reward criteria, and days to delay: This option will be selected by default, due to popular demand for instant rewarding. To process the conversion through the widget settings, deselect.

8. Click 'Create Conversion' to submit

Note: Option to override fraud checks, reward criteria, and days to delay coming soon as enhancement to this tool.